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New Leader Checklist
Employee Name Title
Email Telephone Number
Hiring Manager’s Name Hire Date
Section I — During the First 30 Days
☐ Attend Benefits Workshop (Contact Rita Calderon) Date: _____________
☐ Finalize Benefits Selections (HR Self-Service; Step-by-Step Instructions)
☐ Meet with Staff Members (individual and/or group meetings)
Suggested Questions for Staff:
1. What are the biggest challenges the department is facing (or will face) in the
near future?
2. Why is the department facing these challenges?
3. What are the most promising opportunities for growth?
4. What would need to happen for the organization to develop these
opportunities?
5. If you were me, what would you focus your attention on?
Section I Complete
Employee (Signature) _______________________ Date __________
Supervisor (Signature) ______________________ Date ___________
Copies to employee and department personnel file
New Leader Onboarding Checklist 1/3/17 Page 1
New Leader Checklist
Employee Name: _______________________ Title: _________________
Section II — During the First 60 Days
Training and Collaboration Activities
CS Training (check dates at
http://www.campserv.emory.edu/administration/trainingcomm/calendar.html)
☐ CS New Employee Orientation - Date: ________________
☐ Defensive Driving - Date: _________________________
Meetings with Key Persons within Campus Services*
*Please read applicable policy/procedure prior to meeting with key contact
☐ Budget and Financial Processes
☐ Tim Lawson: Meeting Date_________________________________
☐ Nelson Shaffer (TPS): Meeting Date__________________________
☐ Payroll/Kronos (Policies: 4.100, 4.24, 4.33, 4.34, 4.47, 4.55)
☐ Alicia Tull (O&M, Ext. Svcs, CSA, PDC) Meeting Date_____________
☐ Brenda Reed (BRS, Oxford): Meeting Date____________________
☐ Carlene Davis (TPS): Meeting Date__________________________
☐ Joanne Rackstraw (EPD): Meeting Date______________________
☐ HR Policies/Procedures
☐ Absence Management – FMLA, Workers’ Comp, etc. (Policies 4.73, 4.77,
4.93) - Chiquita Shaver: Meeting Date__________
☐ Time & Attendance Policy – Jackie Owen: Meeting Date__________
☐ Driving Emory Vehicles – Jackie Owen: Meeting Date____________
☐ Inclement Weather Policy – Jackie Owen: Meeting Date__________
☐ Recruitment Process – Kelli Howell-Robinson: Meeting Date_______
☐ CS Information Technology (CS/IT)
☐ Joan Wang: Meeting Date_________________________________
Department-Specific Items
☐ ☐
Meetings with Key Persons outside of Campus Services
☐ ☐
☐ ☐
Employee (Signature) _______________________ Date __________
Supervisor (Signature) ______________________ Date ___________
New Leader Onboarding Checklist 1/3/17 Page 2
New Leader Checklist
Employee Name: _______________________ Title: __________________
Section III — During the First 90 Days
Training and Development
Performance Management
☐ Establishing RRE’s & Goals – Avril Occilien-Similien: Meeting Date ________
☐ CSB Online Tool Training – Avril Occilien-Similien: Meeting Date _________
☐ Employee Development – Traci May: Meeting Date ____________________
Employee Relations
☐Corrective Discipline – Jackie Owen: Meeting Date_____________________
☐ Employee Recognition - Chiquita Shaver: Meeting Date__________________
Collaboration with Sr. Leadership
☐ VP - Matthew Early: Meeting Date___________________________
☐ AVP, FM – Todd Kerzie: Meeting Date________________________
☐ AVP, PDC – Charlie Andrews: Meeting Date______________________
☐ AVP, CSFBO – Lisa Underwood: Meeting Date____________________
☐ Chief of Police – Craig Watson: Meeting Date___________________
☐ Chief of Staff – Mary Clements: Meeting Date__________________
Department-Specific Items
☐
☐
☐
☐
Section III completed
Employee (Signature) _______________________ Date __________
Supervisor (Signature) ______________________ Date ___________
New Leader Onboarding Checklist 1/3/17 Page 3
New Leader Checklist
Employee Name: _______________________ Title: __________________
Section IV — 3 Months through the First Year
Ongoing Professional Development
Attend at least one Professional Development Event within the first year. Attend at
least one in each subsequent year. Any course costs will be covered by department.
Central HR Learning Services Training Classes*:
Civil Treatment for Managers: 1 day; $125
Coaching for Peak Performance: 4 hours; $60
Communicating with Impact: 4 hours; $60
Crucial Conversations: 2 days; $225
Feedback Essentials: 3 hours; Free
Influential Leadership: 4 hours; $60
Navigating Beyond Conflict: 4 hours; $60
Project Management: 4 hours; Free
Situational Leadership: 1 day; $125
Time Management: 4 hours; $60
Please visit Learning Services website for more details and dates:
http://www.learningservices.emory.edu
*Professional Development classes from other organizations can also fulfill this
requirement
Leadership Development Programs
Central HR Learning Services also offers several development programs for leaders:
Essentials of Leadership $500 (Supervisors and Managers)
Excellence Through Leadership (ETL); $500 (Director Level and above)
Mentor Emory; Free (all employees)
Please visit Learning Services website for more details:
http://www.learningservices.emory.edu
Please coordinate through Training & Communications for registration
Employee-Specific Items
☐
☐
Employee (Signature) _______________________ Date __________
Supervisor (Signature) ______________________ Date ___________
New Leader Onboarding Checklist 1/3/17 Page 4
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